Brass Tax Wealth Management, Inc Vanguard Bd Index Fd Inc Short Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 8,147 shares of BSV stock, worth $634,325. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,147
Previous 8,737
6.75%
Holding current value
$634,325
Previous $670 Million
99.9%
% of portfolio
0.25%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,353Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.37 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.25 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.09 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.28 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.27 Billion4.27% of portfolio